Purchases and Sales Made in Q3 2023 in Vanguard Star Fd Vanguard Tota (VXUS)
This table provides information about the institutional ownership of Vanguard Star Fd Vanguard Tota (VXUS) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD STAR FD VANGUARD TOTA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
263+ 1.61% |
$14K - $15.3K
|
16.6K
$1.02M
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
249+ 0.48% |
$13.3K - $14.5K
|
51.9K
$3.18M
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
244+ 2.43% |
$13K - $14.2K
|
10.3K
$631K
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
234+ 0.4% |
$12.5K - $13.6K
|
59.4K
$3.64M
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
232+ 0.96% |
$12.4K - $13.5K
|
24.5K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
229+ 3.2% |
$12.2K - $13.3K
|
7.39K
$453K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
228New |
$12.2K - $13.3K
|
228
$14K
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
226+ 0.34% |
$12K - $13.2K
|
66.4K
$4.07M
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
225+ 1.15% |
$12K - $13.1K
|
19.7K
$1.21M
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
224+ 3.71% |
$11.9K - $13.1K
|
6.26K
$384K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
221+ 2.42% |
$11.8K - $12.9K
|
9.34K
$572K
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
218+ 1.93% |
$11.6K - $12.7K
|
11.5K
$705K
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
204+ 0.87% |
$10.9K - $11.9K
|
23.6K
$1.45M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
201New |
$10.7K - $11.7K
|
201
$12.3K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
200+ 1.17% |
$10.7K - $11.7K
|
17.3K
$1.06M
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
185+ 2.49% |
$9.86K - $10.8K
|
7.62K
$467K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
182New |
$9.7K - $10.6K
|
182
$11.2K
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
180+ 0.16% |
$9.59K - $10.5K
|
110K
$6.71M
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
179+ 0.28% |
$9.54K - $10.4K
|
65K
$3.98M
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
177+ 0.88% |
$9.43K - $10.3K
|
20.3K
$1.25M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
169+ 1.24% |
$9.01K - $9.85K
|
13.8K
$847K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
159+ 1.21% |
$8.47K - $9.26K
|
13.3K
$813K
|
|
Oct 25, 2023
Q3 2023
|
Sicart Associates LLC
|
BUY
|
- |
150+ 0.36% |
$8K - $8.74K
|
42K
$2.57M
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
150+ 1.84% |
$8K - $8.74K
|
8.32K
$509K
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
147+ 2.56% |
$7.84K - $8.56K
|
5.9K
$361K
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
144+ 3.3% |
$7.68K - $8.39K
|
4.5K
$276K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
142New |
$7.57K - $8.27K
|
142
$8.7K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
139+ 2.17% |
$7.41K - $8.1K
|
6.55K
$401K
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
129+ 28.86% |
$6.88K - $7.52K
|
576
$35.3K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
127+ 5.48% |
$6.77K - $7.4K
|
2.44K
$150K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
125+ 10.32% |
$6.66K - $7.28K
|
1.34K
$81.9K
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
121+ 0.46% |
$6.45K - $7.05K
|
26.7K
$1.63M
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
121+ 0.14% |
$6.45K - $7.05K
|
89K
$5.45M
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
119+ 0.17% |
$6.34K - $6.93K
|
68.1K
$4.17M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
119+ 2.21% |
$6.34K - $6.93K
|
5.51K
$338K
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
118+ 2.03% |
$6.29K - $6.87K
|
5.93K
$363K
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
117+ 2.39% |
$6.24K - $6.82K
|
5.02K
$307K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
116+ 2.27% |
$6.18K - $6.76K
|
5.23K
$321K
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
115+ 0.45% |
$6.13K - $6.7K
|
25.9K
$1.59M
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
111+ 1.3% |
$5.92K - $6.47K
|
8.62K
$528K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
110+ 2.72% |
$5.86K - $6.41K
|
4.15K
$255K
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
100+ 0.66% |
$5.33K - $5.83K
|
15.3K
$936K
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
82+ 0.53% |
$4.37K - $4.78K
|
15.5K
$950K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
80+ 0.25% |
$4.26K - $4.66K
|
31.6K
$1.93M
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
75+ 0.55% |
$4K - $4.37K
|
13.8K
$845K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
73New |
$3.89K - $4.25K
|
73
$4.47K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
71+ 1420.0% |
$3.78K - $4.14K
|
76
$4.66K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
69+ 0.3% |
$3.68K - $4.02K
|
23.3K
$1.43M
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
66+ 0.55% |
$3.52K - $3.85K
|
12K
$733K
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
66+ 0.35% |
$3.52K - $3.85K
|
19.1K
$1.17M
|